VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Equifax Inc. vs RELX PLC

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Equifax Inc.

EFX · New York Stock Exchange

Market cap (USD)$19.7B
Gross margin (TTM)44.7%
Operating margin (TTM)18.3%
Net margin (TTM)11.1%
SectorIndustrials
IndustryConsulting Services
CountryUS
Data as of2026-05-26
Moat score
78/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Equifax Inc.'s moat claims, evidence, and risks.

View EFX analysis

RELX PLC

REL · London Stock Exchange

Market cap (USD)$58B
Gross margin (TTM)64.3%
Operating margin (TTM)31.1%
Net margin (TTM)21%
SectorIndustrials
IndustrySpecialty Business Services
CountryGB
Data as of2026-05-27
Moat score
76/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into RELX PLC's moat claims, evidence, and risks.

View REL analysis

Comparison highlights

  • Moat score gap: Equifax Inc. leads (78 / 100 vs 76 / 100 for RELX PLC).
  • Segment focus: Equifax Inc. has 4 segments (36.7% in U.S. Information Solutions); RELX PLC has 5 segments (36.3% in Risk).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Equifax Inc. has 8 moat types across 4 domains; RELX PLC has 8 across 3.

Primary market context

Equifax Inc.

U.S. Information Solutions

Market

U.S. consumer and commercial credit information, mortgage credit, identity, fraud, analytics and financial marketing services

Geography

United States

Customer

Banks, mortgage lenders, auto lenders, credit card issuers, telecoms, utilities, merchants, resellers, and consumers

Role

Consumer reporting agency, credit-data supplier, decisioning workflow provider, fraud/identity data provider and mortgage-data distributor

Revenue share

36.7%

RELX PLC

Risk

Market

Risk analytics & decisioning platforms (fraud/identity, financial crime compliance, insurance underwriting/claims, industry data)

Geography

Global (largest in North America)

Customer

Enterprises (banks, insurers, digital commerce), governments, and other regulated industries

Role

Data/analytics provider and workflow platform

Revenue share

36.3%

Side-by-side metrics

Equifax Inc.
RELX PLC
Ticker / Exchange
EFX - New York Stock Exchange
REL - London Stock Exchange
Market cap (USD)
$19.7B
$58B
Gross margin (TTM)
44.7%
64.3%
Operating margin (TTM)
18.3%
31.1%
Net margin (TTM)
11.1%
21%
Sector
Industrials
Industrials
Industry
Consulting Services
Specialty Business Services
HQ country
US
GB
Primary segment
U.S. Information Solutions
Risk
Market structure
Oligopoly
Oligopoly
Market share
25%-35% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
78 / 100
76 / 100
Moat domains
Network, Legal, Demand, Supply
Network, Demand, Legal
Last update
2026-05-26
2026-05-27

Moat coverage

Shared moat types

Data Network EffectsTwo Sided NetworkCompliance AdvantageData Workflow Lockin

Equifax Inc. strengths

Contractual ExclusivityTraining Org Change CostsDe Facto StandardGeographic Natural

RELX PLC strengths

Content Rights CurrencyBrand TrustSuite BundlingReputation Reviews

Segment mix

Equifax Inc. segments

Full profile >

Workforce Verification Services

Quasi-Monopoly

34.7%

Workforce Employer Services

Competitive

6.8%

U.S. Information Solutions

Oligopoly

36.7%

International

Oligopoly

21.8%

RELX PLC segments

Full profile >

Risk

Oligopoly

36.3%

Scientific, Technical & Medical

Oligopoly

28.3%

Legal

Oligopoly

18.8%

Exhibitions

Competitive

12.4%

Print and print-related activities

Competitive

4.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.